Financial Adviser

JR United Kingdom; Bedford; On-site; GBP 40,000 - 60,000; Full time

Job summary

Une entreprise de conseil financier innovante, reconnue pour son approche hybride, recrute des conseillers financiers au Royaume-Uni. Grâce à une plateforme technologique avancée, vous bénéficierez d'un soutien complet en administration et en conformité, ainsi que d'opportunités de développement professionnel. Si vous avez une qualification de niveau 4 et un désir de travailler dans un environnement dynamique, rejoignez Fintuity pour un parcours enrichissant.

Benefits

Partage de revenus et de bonus généreux

Soutien en marketing et développement commercial

Accès à des solutions technologiques avancées

Qualifications

• Doit détenir une qualification minimale de niveau 4 en planification financière.
• Avoir une déclaration d'état professionnel active (SPS).
• Divers niveaux d'expérience acceptés.

Responsibilities

• Conseiller les clients sur les investissements, les retraites et la planification fiscale.
• Utiliser la plateforme technologique pour offrir un service efficace et direct.
• Développer des opportunités commerciales et soutenir le développement professionnel.

Skills

Communication

Analyse financière

Développement commercial

Education

Qualification de niveau 4 en planification financière

Job description

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Fed up of the same financial advisory opportunities from the same companies doing business the same way they were in 2005?

As a fintech financial advisory business, we utilise technology so our advisers can spend as much time as possible speaking to clients making us the leading hybrid Independent Financial Adviser (IFA) in the United Kingdom.

Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax planning and mortgage advice to clients across the UK. The key difference is the efficiency of our tech platform helps us offer significant savings via a service that is direct to clients and on demand with full remote digital integration, while still facilitating face to face advice where more appropriate.

We are currently recruiting financial advisers to join our team and work under the growing Fintuity brand with full access to our proprietary technology. We provide:

• Generous revenue, bonus and commission splits
• Full admin and paraplanning support
• Full compliance support and professional indemnity insurance cover
• Lead support for new business
• Business development and marketing support
• Independent and whole of market business opportunities
• Access to our tech stack (client side, adviser side and introducer portal)
• Third party software access included and fully integrated via our tech platform (AI solutions, CRM, docusign, email, call recording, automated KYC checks and zoom amongst other elements)

Advisers must hold a minimum level 4 qualification in financial planning and have an active statement of professional standing (SPS). Various levels of experience and CAS status will be entertained.